We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2101
Sigma Investment Counselors
Michigan
$200K +$194K +2,747 New
LFG
2102
Larson Financial Group
Missouri
$198K +$192K +2,717 New
JFA
2103
JNBA Financial Advisors
Minnesota
$194K -$477K -6,750 -72%
TCM
2104
Tradewinds Capital Management
Washington
$194K -$77.9K -1,104 -29%
AACR
2105
ACR Alpine Capital Research
Missouri
$191K +$494 +7 +0.3%
PFGIA
2106
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$25.2K +357 +16%
CWM
2107
Cranbrook Wealth Management
Michigan
$183K
PAMU
2108
Pictet Asset Management (UK)
United Kingdom
$183K -$16.9M -239,549 -9%
BDWM
2109
Brewin Dolphin Wealth Management
Ireland
$182K
PCA
2110
Peddock Capital Advisors
Massachusetts
$182K
SA
2111
SRH Advisors
Kansas
$180K
IWA
2112
Intercontinental Wealth Advisors
Texas
$179K +$173K +2,452 New
WANY
2113
Wealthspire Advisors (New York)
New York
$178K +$172K +2,442 New
BFC
2114
Bedel Financial Consulting
Indiana
$177K -$14.8K -210 -8%
PB
2115
Pinnacle Bancorp
Nebraska
$172K +$167K +2,361 New
LWM
2116
Liberty Wealth Management
California
$170K +$165K +2,342 New
EWM
2117
Elmwood Wealth Management
California
$167K -$12.4K -176 -7%
NSB
2118
Norway Savings Bank
Maine
$167K +$706 +10 +0.4%
CAL
2119
Capital Advisors Ltd
Ohio
$163K
CA
2120
Centerpoint Advisors
Massachusetts
$159K -$57.4K -813 -27%
FMP
2121
Financial Management Professionals
Texas
$158K
NIM
2122
NuWave Investment Management
New Jersey
$158K +$152K +2,151 +15,364%
TCM
2123
TD Capital Management
Tennessee
$157K
ACM
2124
AUA Capital Management
Pennsylvania
$155K
WAS
2125
WESPAC Advisors SoCal
California
$154K +$26.3K +372 +21%